See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,509 | $96,557-20.8% | $80,975-5.5% | $273,961-72.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.48% | 15.14%-0.7pp | 17.10%-2.6pp | 41.45%-27.0pp |
| Employer contribution / active EE | $5,316 | $4,868+9.2% | $3,714+43.1% | $4,869+9.2% |
| Participant deferral / active EE | $5,792 | $6,598-12.2% | $5,696+1.7% | $5,287+9.5% |
| Admin fee / account holder | $263 | $7,492-96.5% | $5,516-95.2% | $10,132-97.4% |